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Welcome to our feedback forum!

If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

Feel free to post your ideas, comments, or suggestions in this space.

While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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361 results found

  1. For PO and other functions: to be able to buy in USD and sell in CDN and still calculate our margin and other ratios.

    Canadian American Co need to work with multi currencies. When we order with PO, we should be able to work with a purchase in USD and my clients are Canadian, so sell in CDN. My other accounting program works multi currencies.

    3 votes
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  2. pls add in banking liability side BANK OD A/C as a loan

    I suggest u to add BANK OVERDRAFT feature as a LIABILITY under BANKING category

    2 votes
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  3. Integration with Transferwise

    Integration with Transferwise for overseas transfers is very very important.
    They also offer the Transferwise mastercard which is hugely useful for international business transactions, please integrate Zoho books transaction feed with Transferwise

    19 votes
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  4. Categorize Manually: Categories - Splitting & GST Codes

    None of the Categories in Categorize Manually allows you to Split the transcations to a number of different GL Accounts & select a GST code for each of the account. Eg. I have EFT payment transferred to our Bank Account as a lump sum. I need to split this into various GL Accounts. Some of the amounts are GST Inclusive whilst others are Free or Exempt. Therefore I cannot use any of the Catergories in the Categorize Manually as none have the ability to do this. Some will let you split the amount but then can't assign a GST Code.…

    1 vote
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  5. italy

    Open Banking
    Intesa San Paolo Group

    https://openbanking.intesasanpaolo.com/#/bank_developer_portals

    1 vote
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  6. Categorize Transactions in iOS and Mac Apps

    I mostly use Zoho Books for keeping books, and as such, the vast majority of the time I spend with the service involves categorizing transactions. It would be extremely nice if I could do this on my iPhone, my iPad, or in the new Mac app, given that it's 99% of what I want to actually do with Zoho Books.

    I understand that the new Mac app is based on the iPad app, and that the lack of categorization carries over from there. However, it does feel a bit odd to have to leave a Mac application and go to…

    3 votes
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  7. Option to add a new rule to an existing rule

    make it possible to add an unrecognized transaction to a existing rule

    1 vote
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  8. Cheque Print Need

    I need cheque print, Zoho made feature for USA then why not not India.
    Please reply

    1 vote
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  9. Clubbing of Bank Accounts & Cash Accounts in Banking Overview page

    We Have 15 Petty cash accounts & 15 bank accounts.
    Can you provide an option of grouping and sub-grouping to consolidate all relevant accounts under one head.

    0 votes
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  10. Bank Sella automatic feed through new PSD2 2019 in Italy

    Hi,
    Italy is one of the major EU countries and worldwide (GDP rank).
    Please ad Banca Sella in your automatic feed through the new European PSD2 user authentication procedure.
    Banca Sella in Italy is the first Italian bank for API integration and 44% of digital e-market (https://sellagroup.eu/open-banking).
    The API integration is also easier through the PDD2 and Open API of the Bank (https://www.sella.it/banca-online/aziende/innovazione-e-pagamenti/api.jsp).
    Also Fabrick PSD2 Portal (https://www.fabrick.com/psd2/gateway/tpp-portal) already provides API access.

    Thank you

    19 votes
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  11. i would like to be able to assign different banks to certain customers

    1 vote
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  12. Option to download banking transactions for a financial year

    It would be great to have an option to download the categorised banking transaction for a financial year to an excel. I don't see that feature anywhere and it is very relevant for yearly accounting.

    1 vote
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  13. Export bank statement for offline reconciliation and information gathering from the concerned team about the nature of expense.

    Need functionality to export the bank statement from Zoho for offline reconciliation and information gathering.

    1 vote
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  14. Custom currency

    Please add the ability for adding custom currencies

    2 votes
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  15. Undo reconcilition for only the required transaction in which the entry has to be changed

    Undo reconcilition for the post reconcilition as i have to delete all the reconcilitions either they are right. If there is the option for undo for all reconcilitions then the time will be saved and also it will be easy to change the following entry from post reconcilition.I hope you will work on this

    1 vote
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  16. "reliant bank"

    Please add:
    Reliant Bank - Cash Management
    https://www.reliantbank.com/

    The normal bank is there, but their cash management (for business accounts) is not. I will have to move away from Zoho very soon if I cannot link my bank account. I am in the process of converting from Quickbooks which does have this integration already.

    1 vote
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  17. Delete auto feed bank transactions

    Transactions manually added to bank can be deleted. However, transactions brought in via feed or upload cannot be deleted. Only they can be excluded or first unmatched and excluded and then they will stay around for ever and ever and create a more and more useless data. Just enable transactions to be deleted or at least, allow deletion of excluded transactions.

    0 votes
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  18. Foreign currency Adjustment IMPORTANT

    Foreign currency adjustment matching routine sets up the adjustment transaction for the current dat, i.e today. This is not correct. The adjustment date should be same date as the actual underlying transaction. Or the system offer the opportunity to the accountant to set the adjustment date.

    0 votes
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  19. change the way that you can edit expenses in foreign currencies when you get the matching bank transactions. Rather than having to calculate

    You should change the way that you can edit expenses in foreign currencies when you get the matching bank transactions. Rather than having to calculate the new exchange rate to get matching figures you should be able to add the home country amount directly and let Zoho calculate the exchange rate

    1 vote
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  20. Allow expenses to reconcile with multiple banking transactions. When I have overseas expenses for a client my bank posts two transactions, o

    Allow expenses to reconcile with multiple banking transactions. When I have overseas expenses for a client my bank posts two transactions, one for the transaction and one for the bank charge. When I bill the expense to the client both sums combined make the expense so to be able to apply both transactions to the expense would make it clearer for the client.

    5 votes
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